Combine Address Book, User-defined fields, Notes, Documents, Contacts, Hotlist, and e-mail in one view.
The desktop version of Maximizer enabled the user to view 'tiles' of the Company/Individual/Contact record in the Address Book with User-defined fields, (other) Contacts, Notes, Documents, Hotlist, and an Outlook display -- all in one view, without switching screens.
As you know, the Maximizer LIVE screen enables the user to see the Address Book data and User-defined fields, and EITHER the (other) Contacts, or Notes, or Documents, or Hotlist, with no view of e-mail.
I've gotten used to this limitation, but I would be able to work much faster if the lag-time between switching screens between Contacts, Notes, Documents, Hotlist, and the Outlook e-mail screens could be minimized by a single view of all these functions.
-
OZEN - David commented
To Jin Yu:
I'm not sure you're getting the point. I'm of course aware that I can switch between Notes, Documents, Activiites, etc. But it takes time and system activity to switch between those views. The desktop version enabled me to present all of those views in ONE SINGLE VIEW, so that I would not need to switch views.
-
OZEN - David commented
I had set up my desktop version of Maximizer to provide that 'one-view-tells-all' of Address Book, Contacts, Notes, Documents, Hotlist, and a representation of Outlook. 'Sure saved time, and more importantly, I could attain 'situational awareness' of the status of that particular Company, Individual, or Contact much more easily and quickly.
The loss of this 'one-view-tells-all' capability was the one vital facet of Maximizer Live that was really tough to accept. Restoring it would certainly streamline my workflow, AND reduce the amount of system workload upon Maximizer's ... uh ... grid (?), for lack of a more-definitive term.
-
Jin Yu commented
I was wondering if you have tried the Custom tab that can be found in Address Book module. It allows you to view the company and all its contacts, as well as the notes, documents and activities in the widgets. You can customize the layout of the widgets.